Security key
71425H100
Permianville Royalty Trust - Units of Beneficial Interest (PVL)
CUSIP: 71425H100
Q4 2024 13F Holders as of 31 Dec 2024
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 2,825,447
- Total 13F value
- $3,832,742
- Share change
- +1,581,146
- SEC-reported price per share
- $1.36
- Number of holders
- 21
- Value change
- +$2,115,294
- Number of buys
- 12
- Number of sells
- 4
- Shares outstanding
- 32,994,931
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2024
Institutions
21
Top holders
10
PVL full security history
Ownership snapshot
Full 13F holder table
Permianville Royalty Trust SEC filings
Broader feeds
Ownership snapshot
Top reported holders of PVL - Permianville Royalty Trust - Units of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Pingora Partners LLC
Disclosed value leader
Pingora Partners LLC
Comparable rows
15/15
Latest evidence
30 Sep 2024
13F
Lead comparable stake: 2.7%
Showing 1-6 of 15 holder rows.
Quick read
Pingora Partners LLC leads the comparable SEC ownership view at 2.7%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Pingora Partners LLC's linked filing trail.
Comparable ownership
Top 5
Pingora Partners LLC
2.7%
McGowan Group Asset Management, Inc.
0.4%
WELLS FARGO & COMPANY/MN
0.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.15%
Cresset Asset Management, LLC
0.07%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Pingora Partners LLC |
13F
Company
|
2.7%
|
$1,444,013
902,508 shares
|
— | 30 Sep 2024 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
0.4%
|
$213,728
131,931 shares
|
— | 30 Sep 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.2%
|
$106,613
65,811 shares
|
— | 30 Sep 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
0.15%
|
$79,775
49,244 shares
|
— | 30 Sep 2024 |
| Cresset Asset Management, LLC |
13F
Company
|
0.07%
|
$38,979
23,855 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
0.05%
|
$24,303
15,001 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
21
Shares
2,825,447
Rows available
21
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
17
Q4 2024 holders
21
Holder diff
4
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|